Purchases and Sales Made in Q4 2022 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
41.4KNew |
$727K - $881K
|
41.4K
$541K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
40.9KNew |
$717K - $869K
|
40.9K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
38.9K+ 6.75% |
$683K - $828K
|
616K
$8.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
36.7K+ 100.0% |
$644K - $781K
|
73.5K
$960K
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
34.1KNew |
$598K - $725K
|
34.1K
$445K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.9K+ 4.75% |
$577K - $700K
|
726K
$9.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
32.6K+ 78.1% |
$572K - $694K
|
74.4K
$971K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
32.2KNew |
$566K - $686K
|
32.2K
$421K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30.3K+ 314.41% |
$532K - $645K
|
40K
$522K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.2KNew |
$529K - $642K
|
30.2K
$394K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
28.6K+ 51.05% |
$501K - $608K
|
84.6K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
26.7K+ 16.84% |
$469K - $568K
|
185K
$2.42M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
24.7K+ 34.88% |
$434K - $526K
|
95.7K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
24.5K+ 34.47% |
$429K - $521K
|
95.5K
$1.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23.8KNew |
$418K - $507K
|
23.8K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
23.7K+ 54.1% |
$416K - $505K
|
67.6K
$883K
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
22.1KNew |
$387K - $470K
|
22.1K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
20.7K+ 13.31% |
$363K - $441K
|
176K
$2.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
20K+ 95.74% |
$351K - $425K
|
40.9K
$534K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
18.8KNew |
$329K - $399K
|
18.8K
$245K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.8KNew |
$312K - $378K
|
17.8K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17.6KNew |
$309K - $375K
|
17.6K
$230K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
17.5KNew |
$307K - $373K
|
17.5K
$229K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
17.4K+ 23.07% |
$305K - $370K
|
92.7K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
17.2KNew |
$301K - $365K
|
17.2K
$224K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.7KNew |
$294K - $356K
|
16.7K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.7KNew |
$294K - $356K
|
16.7K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.9K+ 18.52% |
$279K - $338K
|
102K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
15.8KNew |
$278K - $337K
|
15.8K
$207K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.1KNew |
$265K - $322K
|
15.1K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
14.8KNew |
$259K - $314K
|
14.8K
$193K
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
14.8KNew |
$259K - $314K
|
14.8K
$193K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
14.4KNew |
$252K - $306K
|
14.4K
$188K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
14.1KNew |
$247K - $299K
|
14.1K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.4K+ 3.76% |
$235K - $284K
|
369K
$4.83M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
12.7K+ 1.48% |
$223K - $270K
|
873K
$11.4M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12.4KNew |
$218K - $265K
|
12.4K
$163K
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
12.2K+ 51.05% |
$214K - $259K
|
36.1K
$471K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 8.14% |
$213K - $258K
|
161K
$2.11M
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
12KNew |
$210K - $255K
|
12K
$156K
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
11.9KNew |
$209K - $254K
|
11.9K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.8KNew |
$206K - $250K
|
11.8K
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
11.1K+ 3.36% |
$194K - $236K
|
341K
$4.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
11KNew |
$193K - $234K
|
11K
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.9K+ 5.93% |
$191K - $232K
|
195K
$2.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.7K+ 71.41% |
$187K - $227K
|
25.6K
$334K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
10.5K+ 69.23% |
$185K - $224K
|
25.8K
$337K
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
10.4KNew |
$183K - $221K
|
10.4K
$136K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
10.4KNew |
$182K - $221K
|
10.4K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.3KNew |
$181K - $220K
|
10.3K
$135K
|